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"Escrow Best Practice Guide 2025: Working Effectively with Escrow Agents"

Securing complex deals, mitigating risks, and delivering smooth closings

Escrow and paying agents play a key role in executing transactions with accuracy and accountability. Whether supporting M&A, litigation, capital raising, or restructuring, they help manage fund flows, align stakeholders, and ensure compliance across jurisdictions.

This guide offers a practical framework for working with escrow agents—delivering clarity around timing, documentation, and execution requirements.

Key highlights from the guide:

• When to engage an escrow or paying agent
• What documentation and onboarding information to prepare
• How to meet Know Your Customer (KYC) and compliance requirements
• Strategies to avoid common transaction delays
• The importance of clear communication and role definition

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